+29.0%
BB vs RACE
+738.3%
-709.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.1% |
| 7D | +15.0% | +3.9% | +11.0% | +12.6% |
| 30D | +3.5% | +7.4% | -4.0% | -0.5% |
| 3M | +2.7% | +1.6% | +1.1% | +1.4% |
| 6M | +44.7% | +23.3% | +21.4% | +26.4% |
| YTD | +143.3% | +14.7% | +128.6% | +119.3% |
| 1Y | +102.2% | +2.5% | +99.7% | +94.1% |
| 3Y | +156.1% | +28.0% | +128.1% | +96.5% |
| 5Y | -17.6% | +69.8% | -87.4% | -48.6% |
| 10Y | +29.0% | +734.9% | -705.9% | -57.1% |
| All | +29.0% | +738.3% | -709.3% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling